PRIVACY POLICY

FACTS

WHAT DOES ROBINSON VALUE MANAGEMENT, LTD. DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • assets and transaction history
  • investment experience and risk tolerance

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Robinson Value Management Ltd. chooses to share and whether you can limit this sharing.

Reasons we can share your personal informationDoes Robinson Value Management share?Can you limit this sharing?
For our everyday business purposes–such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

YES

NO

For our marketing purposes–to offer our products and services to you

NO

We do not share

For joint marketing with other financial companies

NO

We do not share

For our affiliates’ everyday business purposes–information about your transactions and experiences

NO

We do not share

For our affiliates’ everyday business purposes–information about your creditworthiness

NO

We do not share

For our affiliates to market to you

YES

YES

For nonaffiliates to market to you

NO

We do not share

Questions?

Who we are

Who is providing this notice?

Robinson Value Management, Ltd.

What we do

How does Robinson Value Management protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings

How does Robinson Value Management collect my personal information?

We collect your personal information, for example, when you

  • open an account or give us contact information
  • enter into an investment advisory contract or give us your income information
  • tell us about your investment or retirement portfolio

We also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Bensboro Advisors, LLC (a Commodity Trading Advisor) and The Bensboro Company, LLC (a Commodity Pool Operator) are affiliates of Robinson Value Management, Ltd. by virtue of shared management personnel.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Robinson Value Management does not share information with non-affiliates for marketing purposes.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Robinson Value Management does not market jointly with any other firms.